GoProposal

A guided tour on how to use GoProposal to create a proposal for a prospect or client.

Best Practice Guide: How To Create a Proposal

Understand how to set up your GoProposal app to start effortlessly sending out renewals and fee reviews to your clients.

Understand the different pricing options you have when agreeing work for previous years accounts in addition to the current financial year.

Carry our more effective fee reviews using the GLOSS Method

Learn what to do if you're expecting the alignment fee/catch up to show
but it isn't.

Learn what to do when your system gets stuck calculating totals when creating a proposal.

Learn what to do if the formatting appears to be inconsistent or incorrect in your proposal and engagement letter documents.

How and where to add your Key Dates table as a Merge Tag

Understand what everything on the 'Get Calculation' interface means.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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